FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$204K 0.01%
18,188
-3,155
377
$203K 0.01%
6,558
-13,973
378
$201K 0.01%
+8,092
379
$201K 0.01%
+1,485
380
$189K 0.01%
25,933
+128
381
$171K 0.01%
13,483
+78
382
$166K 0.01%
13,198
-526
383
$153K 0.01%
15,328
+2,001
384
$133K 0.01%
25,600
385
$125K 0.01%
+11,608
386
$117K 0.01%
+10,000
387
$114K 0.01%
+10,733
388
$109K ﹤0.01%
+10,162
389
$107K ﹤0.01%
+21,800
390
$107K ﹤0.01%
15,622
391
$79K ﹤0.01%
887
392
$78K ﹤0.01%
21,545
393
$77K ﹤0.01%
10,582
394
$63K ﹤0.01%
+16,625
395
$55K ﹤0.01%
+10,000
396
$52K ﹤0.01%
11,392
397
$51K ﹤0.01%
+15,000
398
$44K ﹤0.01%
117,371
399
$37K ﹤0.01%
10,126
400
– –
-2,842
14 15
16
17 18